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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,686 | $180,466-78.6% | $154,114-74.9% | $135,382-71.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | 0.76% | 888.15%-887.4pp | 735.16%-734.4pp | 519.77%-519.0pp |
| Employer contribution / active EE | $633 | $6,035-89.5% | $5,298-88.1% | $4,779-86.8% |
| Participant deferral / active EE | $2,742 | $5,806-52.8% | $5,081-46.0% | $5,609-51.1% |
| Admin fee / account holder | $107 | $16,144-99.3% | $13,411-99.2% | $10,829-99.0% |